MC
IEX icon

Machina Capital’s IDEX IEX Stock Holding History

Machina Capital’s Portfolio IEX Stock Details IEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.97M Buy
+8,678
New +$1.84M 0.31% 117
2026
Q1 		– Sell
-3,793
Closed -$675K – 401
2025
Q4 		$675K Sell
3,793
-3,102
-45% -$530K 0.13% 216
2025
Q3 		$1.12M Sell
6,895
-6,176
-47% -$1.04M 0.2% 164
2025
Q2 		$2.29M Buy
13,071
+5,587
+75% +$990K 0.48% 72
2025
Q1 		$1.35M Buy
7,484
+4,910
+191% +$977K 0.4% 97
2024
Q4 		$539K Sell
2,574
-391
-13% -$85.6K 0.23% 162
2024
Q3 		$636K Sell
2,965
-5,239
-64% -$1.06M 0.25% 142
2024
Q2 		$1.65M Buy
8,204
+5,590
+214% +$1.22M 0.74% 26
2024
Q1 		$638K Buy
2,614
+305
+13% +$68.9K 0.34% 121
2023
Q4 		$501K Buy
2,309
+448
+24% +$90.4K 0.32% 125
2023
Q3 		$387K Sell
1,861
-2,180
-54% -$473K 0.22% 174
2023
Q2 		$870K Buy
+4,041
New +$849K 0.49% 69
2023
Q1 		– Sell
-1,027
Closed -$234K – 502
2022
Q4 		$234K Buy
+1,027
New +$230K 0.43% 112
2022
Q2 		– Sell
-1,700
Closed -$326K – 148
2022
Q1 		$326K Buy
+1,700
New +$345K 0.72% 63
2020
Q1 		– Sell
-3,483
Closed -$599K – 138
2019
Q4 		$599K Sell
3,483
-1,444
-29% -$234K 0.24% 164
2019
Q3 		$805K Buy
+4,927
New +$818K 0.37% 96

Other funds holding IEX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Machina Capital's IEX Position: Q2 2026 in Review

Machina Capital opened a new position in IDEX (IEX) in Q2 2026: 8,678 shares worth $1.97M. The stake represents 0.31% of the portfolio and ranks #117 among its holdings. This is a return to the name: Machina Capital previously reported a position in IEX as recently as Q4 2025.

Machina Capital first reported a position in IEX in Q3 2019 and has held it in 16 quarters since. The position peaked at $2.29M in Q2 2025. 685 funds tracked by Wall St. Rank hold IEX as of Q2 2026.

  • Machina Capital held 8,678 shares of IDEX worth $1.97M as of Q2 2026.
  • IDEX was a new Machina Capital position in Q2 2026.
  • IDEX made up 0.31% of Machina Capital's portfolio in Q2 2026, its #117 holding.
  • Machina Capital first reported a position in IDEX in Q3 2019 and has held it in 16 quarters since.
  • Machina Capital's IDEX position peaked at $2.29M in Q2 2025.
  • 685 funds tracked by Wall St. Rank held IDEX as of Q2 2026.

Based on Machina Capital's 13F filing for Q2 2026, filed 10 Aug 2026.